Steps

• How to Add Templated Incident Categories
• How to Edit Incident Categories
  • Edit Category Title and/or Description
  • Edit Custom Fields
  • Add Custom Fields
  • Delete Custom Fields
  • Edit Response Plan Steps
  • Add Response Plan Steps
  • Delete Response Plan Steps
• How to Create Incident Categories

How to Add Templated Incident Categories

From the Dashboard, Select Security Monitoring > Incident Response in the left sidebar

Select Settings

Select a Recommended Category

Review and Select Add Category

• Optionally, Edit the Incident Category

How to Edit Incident Categories

From the Dashboard, Select Security Monitoring > Incident Response in the left sidebar

Select Settings

In the Categories tab, Select Edit to the right of the Category that you would like to edit

Here you can:

• Edit the Category Title and/or Description
• Edit Custom Fields
• Add Custom Fields
• Delete Custom Fields
• Edit Response Plan Steps
• Add Response Plan Steps
• Delete Response Plan Steps

How to Edit the Category Title and/or Description

Edit the Category Name and/or Description > Select Update Category

How to Edit Custom Fields

In the Custom Fields section, Select the Pencil Icon on the right of a Custom Field

Optionally, Enter a new Label, Select a new Field type, and/or Enter a new Tooltip > Select Update Custom Field

Select Update Category

How to Add Custom Fields

In the Custom Fields section, Select + Add Field

Enter the Custom Field Label and Field Type, and optionally Enter a Tooltip > Select Create Custom Field

Select Update Category

How to Delete Custom Fields

Select the Trash Can Icon on the right of a Custom Field

Select Update Category

How to Edit Response Plan Steps

Click on a Response Plan Step and Enter a new Name and/or Select the 6 dots to the left of a Response Plan Step and Drag to Reorder > Select Update Category

How to Add Response Plan Steps

Select + Add Step

Click on the new Response Plan Step and Enter a Name for the Step and optionally Select the 6 dots to the left of a Response Plan Step and Drag to Reorder > Select Update Category

How to Delete Response Plan Steps

To the left of a Response Plan Step, Select the Trash Can Icon > Select Update Category

How to Create Incident Categories

Select + Incident Category

Enter a Title, and optionally a Description

Optionally, to add Custom Fields Select + Add Field

Enter the Custom Field Label and Field Type, and optionally Enter a Tooltip > Select Create Custom Field

Optionally, to add Response Plan Steps Select + Add Step

Enter a Step Name

Once done, Select Add Category